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PerspectivePortfolio
OpenAI’s ChatGPT reached 100 million monthly active users just two months after launch, setting the new standard for the fastest-growing consumer application in history.…
PerspectivePortfolioHow To
Back to Basics: Fundamentals for Building Breakout Consumer Companies
Economic downturns force us to get back to basics: The cost of new capital and low valuation multiples—even for top-performing public companies—force startups to…
Perspective
How Key Sectors Might Fare During a Post-COVID Recession
As we consider the post-COVID economy, we reflect on previous recessions to inform our predictions about how various asset classes and business models might…
PerspectiveHow To
Catching Lightning in a Bottle
How to align product with what customers want, differentiate from competitors, and win your market
Portfolio
A Disruptive Vision Achieved: Celebrating Warby Parker’s Direct Listing
Today we congratulate Neil Blumenthal, Dave Gilboa, Andy Hunt, Jeff Raider, and the entire Warby Parker team on becoming a publicly-traded company.
Portfolio
Celebrating Rover: Best in Show With Nasdaq Debut
Today we congratulate CEO Aaron Easterly and the entire Rover team on becoming a publicly-traded company (NASDAQ: ROVR).
PerspectivePortfolio
CIOs: The View From the Trenches
We surveyed 30 CIOs from leading companies across various industries to understand their priorities, where they’re investing in technology and how the pandemic influenced…
Perspective
The Secret to Cracking the Minimum Viable Product
Startups fail when they don’t build a simple solution to a problem many people have. Many startups fall into the trap of building toward…
PortfolioFunding
Our Investment in Riva Health: Building the Future of Cardiovascular Healthcare
Nearly half of U.S. adults—108 million people—have high blood pressure, which is the #1 controllable risk for both heart disease and stroke, the two…
PortfolioFunding
Our Investment in Photomath: Changing the Future of Math Tutoring
A very real concern emerging from the pandemic is the impact of remote learning on students who require more hands-on, personalized instruction.
Portfolio
Congratulations to Poshmark on Its IPO: Presenting the Future of Shopping
Today we congratulate CEO Manish Chandra, co-founders Tracy Sun, Gautam Golwala, Chetan Pungaliya, CFO Anan Kashyap, and the entire team at Poshmark on going…
Perspective
The State of the Marketplace: A VC Digs into the Data As Several Marketplace Companies Prepare Their IPOs
The end of 2020 will be marked by a series of high-profile consumer technology IPOs, including several marketplace businesses.